No insurance carriers on this filing. Self-funded welfare plans typically pay TPAs and PBMs through Schedule C, not Schedule A.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| QUINN THOMAS PUBLIC AFFAIRS LLC NONE | Participant communication; Direct payment from the plan Service code 38 | 310 N STATE ST, SUITE 216 LAKE OSWEGO, OR 97024 | $50K |
| CASCADE CENTERS / CANOPY WELLBEING NONE | Direct payment from the plan; Claims processing Service code 12 | 7180 SW FIR LOOP, SUITE 100 PORTLAND, OR 97223 | $36K |
| ANASTASI, MOORE & MARTIN PLLC EIN 20-8114084 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $22K |
| THE PARTNERS GROUP EIN 93-1300504 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Plan Administrator Service code 14 | — | $16K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 2,515 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 2,515 | Active + retired/separated + beneficiaries. No dependents. |
No Schedule A insurance contracts on this filing — typical of fully self-funded plans, where the only headcount is the Form 5500 number above.
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.